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Client Service Associates Jobs in Colorado (NOW HIRING)

TalentLink Solutions

Client Service Associate

Denver, CO · On-site

$14.75 - $20.50/hr

A boutique Registered Investment Advisory firm in Denver's Cherry Creek neighborhood is seeking an exceptional Client Service Associate to join a close-knit, high-performing team. We deliver best-in ...

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Client Service Associates information

What are Client Service Associates?

Client Service Associates are professionals who support clients by addressing their inquiries, managing account information, and assisting with transactions. They often work in financial services, banking, or other client-focused industries, acting as a bridge between clients and the company. Their responsibilities include answering questions, processing paperwork, and ensuring a high level of customer satisfaction. Strong communication and organizational skills are essential for this role.

What are the key skills and qualifications needed to thrive as a Client Service Associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication skills, attention to detail, and a background in business or finance, often supported by a bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes FINRA Series 7 or 63 certifications is typical. Outstanding interpersonal skills, problem-solving abilities, and a client-focused mindset help you excel in client interactions. These skills and qualifications are crucial for building lasting client relationships, ensuring accurate transactions, and supporting business growth in a competitive environment.

What is the difference between Client Service Associates vs Customer Service Representatives?

AspectClient Service AssociatesCustomer Service Representatives
Required CredentialsHigh school diploma; some roles may prefer associate or bachelor's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, investment firms, banksRetail, call centers, various industries
Employer & Industry UsageFinancial services, wealth managementRetail, telecommunications, hospitality
Common Search & ComparisonClient Service Associates vs Customer Service Representatives

Client Service Associates typically work in financial settings, handling client accounts and providing specialized support, often requiring financial knowledge. Customer Service Representatives work across various industries, focusing on general customer inquiries and support. While both roles involve client interaction, Client Service Associates usually require more industry-specific credentials and work in more specialized environments.

What does a client service associate do?

A client service associate provides support to clients by addressing inquiries, resolving issues, and managing account information. They often work in financial, banking, or customer service environments, utilizing communication skills and tools like CRM software to ensure client satisfaction and retention.

Is a CSA job stressful?

Client Service Associate (CSA) roles can be stressful due to high client interaction, meeting performance targets, and managing multiple tasks simultaneously. Success in the role often requires strong communication skills, problem-solving abilities, and the ability to work under pressure in a fast-paced environment.

How do Client Service Associates typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to support client needs, prepare necessary documentation, and ensure that all administrative tasks are handled efficiently. They often act as the first point of contact for clients, relay important information, and coordinate with operations or compliance teams to facilitate account management. Strong communication and organizational skills are essential, as the role involves frequent collaboration to provide seamless service and maintain client satisfaction.

What skills do you need to be a client service associate?

A client service associate needs strong communication and interpersonal skills to effectively interact with clients. They should have good organizational abilities, attention to detail, and proficiency with customer relationship management (CRM) software. Problem-solving skills and the ability to handle multiple tasks in a fast-paced environment are also important.

What jobs pay 4000 a week without a degree?

Client Service Associates typically do not earn $4,000 weekly without specialized experience or certifications. High-paying roles that can reach this level without a degree often include sales positions, real estate brokers, or certain entrepreneurial ventures, but they usually require strong skills, networking, or licensing rather than formal education.
What are popular job titles related to Client Service Associates jobs in Colorado? For Client Service Associates jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Client Service Associates jobs in Colorado look for? The top searched job categories for Client Service Associates jobs in Colorado are:
Client Service Associates jobs near you
Infographic showing various Client Service Associates job openings in Colorado as of July 2026, with employment types broken down into 1% As Needed, 73% Full Time, 25% Part Time, and 1% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution.
Registered Client Service Associate

Registered Client Service Associate

Stifel

Greenwood Village, CO • On-site

$53K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Stifel rating

8.3

Company rating: 8.3 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
What We're Looking For
  • Perform administrative functions related to opening client accounts and ongoing account coding based on account features chosen by the client.
  • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
  • Provide quotes and other account-related information to assist clients.
  • Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
  • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Provide reports and other information to FA(s), as requested.
  • Perform calling activities, not limited to existing clients, using scripts approved by a principal of Advertising and Graphics. Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.
  • Accept and enter unsolicited orders from clients in states in which they are registered and may enter orders received directly from a FA who is registered in the client's state of residence.
  • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
  • Perform various administrative duties (i.e., typing, filing, answer phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.

What You'll Bring
  • Knowledge of administrative procedures and systems such as word processing, spread-sheet applications, managing files and records, and other office procedures and terminology.
  • General understanding of the investment brokerage industry and securities regulations with basic knowledge of investment products.
  • Able to organize, prioritize and manage multiple tasks, responsibilities and deadlines; is able to follow through and accomplish goals, manage expectations appropriately and use firm's resources efficiently.
  • Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to practical problem solving.
  • Knowledge of principles and processes for providing exemplary customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • The ability to communicate information and ideas in spoken or written form so that others will understand with excellent grammar and phone/office etiquette.

Education & Experience
  • Minimum Required: High School Diploma or equivalent
  • Minimum Required: 2+ years investment industry experience

Licenses & Credentials
  • Minimum Required: Series 7 and 63 or 66

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook. #LI-AS1

Compensation Range
Salary: USD $53,000.00/Yr. - USD $70,000.00/Yr.
Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit https://www.stifel.com/careers/benefits. Applications are accepted until the position is filled.
About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel is an Equal Opportunity Employer.

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